Ultimus Fund Solutions wins fund admin mandate from Public Trust Advisors
Ultimus will provide Public Trust with fund accounting and transfer agency services to 12 local government investment pools (LGIP) funds.
Tag: transfer agency
Fund Administration
Fireside Friday with…. Ultimus Fund Solutions’ Ian Martin, Gary Harris and Nick Darsch
While satisfaction in the digital capabilities of transfer agents and fund administrators appear to be at a low, it is paving the way for new entrants to showcase their abilities, according to Ultimus Fund Solutions.
Citi launches new automated fund order processing tool
The tool will provide a single service for the allocation and placement of fund orders between advisor clients and fund providers.
Aberdeen Standard Investments extends transfer agency services relationship with SS&C
The asset manager will use SS&C's transfer agency and investor services platform for its 23,000 accounts in Luxembourg.
SS&C selected by Janus Henderson for transfer agency following platform revamp
Janus Henderson has migrated 15,000 Irish accounts with more than €10 billion in assets under management to SS&C's GIDS platform.
Conbrio Fund Partners to use SS&C’s revamped transfer agency platform
SS&C was able to migrate Conbrio’s £1.5 billion fund range to its full-service platform in just six months.
SS&C Technologies unveils revamped transfer agency and investor services platform
The new Global Investor and Distribution Solutions (GIDS) business will deliver transfer agency and investors services on a single global platform to asset managers.
SuMi TRUST to use transfer agency reconciliation solution from Fund Recs
SuMI TRUST developed the transfer agency reconciliation solution in conjunction with Funds Rec for its fund services business in Ireland.
Asset managers unsatisfied with asset servicers’ digital capabilities – Deloitte
Asset managers may consider in-sourcing some client-facing functions as a result of their disappointment in their service provider's digital capabilities.
HSBC launches Amazon-style data service for securities services
The new Data Mesh platform consolidates data across 200 of HSBC's securities services systems into one platform and will power new data products and services.